NTAP
NASDAQ · Technology · Computer Hardware · US
Research · Sep 7, 2026
Nvidia's 15% AI Server Price Hike Splits the Memory Bill
Nvidia told customers AI server prices rise over 15% from early 2027, splitting distributors that book memory cost as revenue from vendors that eat it.
Research · Sep 3, 2026
[NTAP] NetApp Thesis 2026: Cloud ARR Re-Accelerates as ONTAP Embeds in Hyperscaler Platforms
NetApp delivered its strongest year in the hybrid cloud repositioning with FY2025 revenue of ~$6.55B and non-GAAP EPS of ~$7.65, led by cloud ARR re-accelerating to ~$635M (+25%) as Google Cloud NetApp Volumes went GA and Azure ANF adoption expanded. All-flash revenue grew ~15% to ~$3.8B on AI workload storage demand. The ONTAP first-party cloud partnerships with all three major hyperscalers create a structural moat that pure-play all-flash vendors cannot replicate. FY2026 thesis test is cloud ARR sustaining 20%+ growth toward $1B.
Research · Aug 25, 2026
Nvidia AI Server Price Hike Pushes Memory Costs Down the Chain
Nvidia has told customers AI server prices rise more than 15% on systems shipping from early 2027, moving memory inflation into list prices.